Wells Asset Management
Plan context: Wells Asset Management Retirement Savings Plan
EIN 75-2358043 • Dallas, TX • 7 filings • 2 plans
Current Snapshot
Latest Year
2010
2010 Participants
46
2010 Assets
$571,386
2010 Contributions
$126,448
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Wells Asset Management Retirement Savings Plan | - | 0 | $0 | - | - |
| 2009 | 1 | 46 | $571,386 | $126,448 | $2,749iApproximate average salary by contribution assumption: employee only about $68,722 at 4% or $45,814 at 6%; with 50% employer match about $45,814 at 4% or $30,543 at 6%; with 100% employer match about $34,361 at 4% or $22,907 at 6%. |
| Wells Asset Management Retirement Savings Plan | - | 46 | $571,386 | $126,448 | $2,749iApproximate average salary by contribution assumption: employee only about $68,722 at 4% or $45,814 at 6%; with 50% employer match about $45,814 at 4% or $30,543 at 6%; with 100% employer match about $34,361 at 4% or $22,907 at 6%. |
| 2008 | 1 | 54 | $352,839 | $93,049 | $1,723iApproximate average salary by contribution assumption: employee only about $43,078 at 4% or $28,719 at 6%; with 50% employer match about $28,719 at 4% or $19,146 at 6%; with 100% employer match about $21,539 at 4% or $14,359 at 6%. |
| Wells Asset Management Retirement Savings Plan | - | 54 | $352,839 | $93,049 | $1,723iApproximate average salary by contribution assumption: employee only about $43,078 at 4% or $28,719 at 6%; with 50% employer match about $28,719 at 4% or $19,146 at 6%; with 100% employer match about $21,539 at 4% or $14,359 at 6%. |
| 2007 | 1 | 56 | $414,369 | $17,648 | $315iApproximate average salary by contribution assumption: employee only about $7,879 at 4% or $5,252 at 6%; with 50% employer match about $5,252 at 4% or $3,502 at 6%; with 100% employer match about $3,939 at 4% or $2,626 at 6%. |
| WELLS ASSET MANAGEMENT, INC. RETIREMENT SAVINGS PLAN | - | 56 | $414,369 | $17,648 | $315iApproximate average salary by contribution assumption: employee only about $7,879 at 4% or $5,252 at 6%; with 50% employer match about $5,252 at 4% or $3,502 at 6%; with 100% employer match about $3,939 at 4% or $2,626 at 6%. |
| 2006 | 1 | 54 | $353,078 | $29,482 | $546iApproximate average salary by contribution assumption: employee only about $13,649 at 4% or $9,099 at 6%; with 50% employer match about $9,099 at 4% or $6,066 at 6%; with 100% employer match about $6,825 at 4% or $4,550 at 6%. |
| WELLS ASSET MANAGEMENT, INC. RETIREMENT SAVINGS PLAN | - | 54 | $353,078 | $29,482 | $546iApproximate average salary by contribution assumption: employee only about $13,649 at 4% or $9,099 at 6%; with 50% employer match about $9,099 at 4% or $6,066 at 6%; with 100% employer match about $6,825 at 4% or $4,550 at 6%. |
| 2005 | 1 | 52 | $297,287 | $34,562 | $665iApproximate average salary by contribution assumption: employee only about $16,616 at 4% or $11,078 at 6%; with 50% employer match about $11,078 at 4% or $7,385 at 6%; with 100% employer match about $8,308 at 4% or $5,539 at 6%. |
| WELLS ASSET MANAGEMENT, INC. RETIREMENT SAVINGS PLAN | - | 52 | $297,287 | $34,562 | $665iApproximate average salary by contribution assumption: employee only about $16,616 at 4% or $11,078 at 6%; with 50% employer match about $11,078 at 4% or $7,385 at 6%; with 100% employer match about $8,308 at 4% or $5,539 at 6%. |
| 2004 | 1 | 47 | $0 | $0 | - |
| WELLS ASSET MANAGEMENT, INC. RETIREMENT SAVINGS PLAN | - | 47 | - | - | - |